Roffman Miller Associates Inc Schwab Strategic Tr Us Large C Transaction History
Roffman Miller Associates Inc
- $1.52 Billion
- Q2 2024
A detailed history of Roffman Miller Associates Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Roffman Miller Associates Inc holds 9,704 shares of SCHG stock, worth $933,621. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,704
Previous 9,619
0.88%
Holding current value
$933,621
Previous $891,000
9.76%
% of portfolio
0.06%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.02 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$960 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$876 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$874 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$432 Million14.61% of portfolio